Specialty foundry capacity and long-term agreements
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TSM Q3 2026 September 2026 net revenue NT$511.86 billion, Beat Guidance by +$466.66B
TSM beat prior Q3 2026 September 2026 net revenue guidance by +$466.66B. TSMC reported September 2026 consolidated net revenue of NT$511.86 billion, a decrease of 0.6% from August 2026 and an increase of 54.6% from September 2025. Cumulative revenue for January through September 2026 totaled NT$3,898.73 billion, an increase of 41.1% compared to the same period in 2025. The September monthly revenue figure is the last month of Q3 2026; full Q3 2026 revenue cannot be derived from this filing alone. The Jan-Sep 202...
TSMC reports August 2026 monthly disclosures, including US$29.4 billion capital appropriations
TSMC filed a Form 6-K covering six routine monthly disclosure items for August 2026. The most material item is US$29,442 million of capital appropriations approved by the board of directors, allocated to advanced technology capacity, advanced packaging/mature/specialty technology capacity, and real estate and capitalized leased assets. No asset acquisitions or dispositions, unsecured bond issuances, share pledges, or share cancellations were reported.
TSMC reports August 2026 net revenue of NT$514.81 billion, up 53.3% Y/Y; Jan-Aug revenue up 39.3% Y/Y
TSMC reported August 2026 consolidated net revenue of NT$514.81 billion, up 10.1% M/M from July 2026 and up 53.3% Y/Y from August 2025. Year-to-date January through August 2026 revenue totaled NT$3,386.87 billion, up 39.3% Y/Y from the same period in 2025. The YTD NT$ growth of 39.3% is broadly tracking the most recent full-year 2026 revenue growth guidance of 'slightly above 40%' in USD (raised from 'above 30%' in April 2026), though direct comparison is limited by NT$ versus USD reporting and FX. The filing is...
GlobalFoundries to issue 9.9 million ordinary shares to U.S. Department of Commerce at $37.85 per share
GlobalFoundries Inc. entered into a Securities Issuance Agreement on September 3, 2026 with the U.S. Department of Commerce, under which GF will issue 9,907,399 ordinary shares at $37.85 per share, implying aggregate proceeds of approximately $375.1 million. The shares are subject to transfer and voting restrictions, including a prohibition on privately negotiated transfers to GF competitors and limits on U.S. governmental shareholder voting rights. The Agreement also provides for customary resale shelf registra...
GlobalFoundries files Form 6-K attaching Q2 2026 interim financial statements and MD&A
GlobalFoundries filed a Form 6-K on August 5, 2026 attaching Exhibit 99.1, which contains unaudited interim condensed consolidated financial statements as of June 30, 2026 and December 31, 2025 and for the three and six months ended June 30, 2026 and 2025, together with Management's Discussion and Analysis for those periods. The supplied clean-text extraction contains the XBRL taxonomy tagging, the 6-K cover page, and the signature block but does not include the narrative content, tables, or financial values of...
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